Introduction

Unlock seamless access to your Box.com files directly within the Focal Suite interface, eliminating the need to switch between applications or struggle with downloads. With this integration, you can effortlessly view and edit various file types, from Word documents to Excel spreadsheets, all without saving files locally.

Our Settings Page for Box.com Integration simplifies setup – just save your Box.com credentials, enable desired submodules, and you’re ready to go. No more app switching or cumbersome downloads – now you can easily edit and view files within Focal Suite.

Focal Suite takes your Box.com experience to the next level with visual grids, organized lists, and seamless folder linking for enhanced collaboration and organization. Elevate your workflow with this precision-driven integration within the intuitive Focal Suite platform. Discover a new era of file management and collaboration today!

Add-on Purchase Steps

  1. Start by heading to the “Subscription Plan” page and select the relevant “Usage Plan.”
  2. Locate the Box.com Add-On and complete the purchase process.

How to Use the Box.com Add-on

  1. Go to the Settings page and click on “System Settings.”
  1. Within the system settings, find the Box.com add-on.
  2. After locating the Box.com Add-On, enter the Client ID and the Client Secret Key.

To learn how to generate the Client ID and Client Secret Key, follow this link: Box Developer

  1. After completing this process, you can enable or disable this setting for various modules. The list of modules is as follows:
    • Accounting
      • Customer
      • Vendor
      • Accounts
      • Revenue
      • Bill
      • Transaction
    • General
      • Invoice
      • Proposal
    • Contract
      • Contracts
    • HRM
      • Employee
      • Payslip
      • Event
      • Leave
      • Document
    • CRM
      • Lead
      • Deal
    • POS
      • Warehouse
      • Purchase
      • POS Order
    • Product and Service
      • Products
    • Recruitment
      • Jobs
      • Job Application
      • Interview Schedule
    • Retainer
      • Retainers
    • Sales
      • Account
      • Opportunities
      • Sales Invoice
      • Cases
      • Sales Document
      • Meeting
    • Support Ticket
      • Tickets
      • Knowledge
    • Projects
      • Project
      • Task
      • Bug
    • AI Document
      • Documents
    • Notes
      • Notes
    • Assets
      • Assets

So, this is how you can integrate the Box.com Add-on with Focal Suite and use it seamlessly.